Michael E.
Financial Analyst. Business Valuation. Forecasts & Models. Excel Guru
With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $3.2k
Billed in all: $201,335$201k
$1.6k in the last 6 months
Across 5 contracts
Across 47 contracts
Earnings, last 30 days
Skill rankings: Top 14% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
- #43Company Valuation253 freelancers · 🇺🇸 #5Top 17%🇺🇸#5 of 46
- #66Cash Flow Modeling238 freelancers · 🇺🇸 #21Top 28%🇺🇸#21 of 69
- #75Investment Research535 freelancers · 🇺🇸 #28Top 14%🇺🇸#28 of 155
- #90Operations Analytics328 freelancers · 🇺🇸 #25Top 27%🇺🇸#25 of 110
- #93Financial Analysis & Valuation498 freelancers · 🇺🇸 #21Top 19%🇺🇸#21 of 115
- #103Budget Planning464 freelancers · 🇺🇸 #18Top 22%🇺🇸#18 of 136
- #133Financial Projection635 freelancers · 🇺🇸 #28Top 21%🇺🇸#28 of 138
- #202KPI Metric Development775 freelancers · 🇺🇸 #50Top 26%🇺🇸#50 of 181